Planned Giving: Too Much Information?
A little discretion, planning and common sense can help you avoid the privacy pitfalls inherent in estate-gift cultivation.
Five tests
When faced with donor-privacy decisions that might have moral and ethical implications, it’s wise to put the decision to these five tests.
1. Is the activity legal? If you don’t know or aren’t sure, find out. If it isn’t, you can disregard the rest of the tests. An example of information that may not legally be used in planned-gift development is personal health history that a hospital has because a donor was treated at the facility. That is not an ethical issue; it’s federal law.
- Companies:
- The Sharpe Group
- People:
- Robert Sharpe
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